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Get the free General Retention Schedule for Washington’s Community and Technical College System

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This document outlines the records retention schedules applicable to the primary copy of a record within Washington\'s Community and Technical College System, detailing minimum retention periods,
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How to fill out general retention schedule for

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How to fill out general retention schedule for

01
Identify the types of records your organization generates.
02
Assess the legal and regulatory requirements for each record type.
03
Determine the retention period for each record based on its type and requirements.
04
Create a table or spreadsheet to organize the records and their corresponding retention periods.
05
Include categories such as 'Record Name', 'Retention Period', 'Disposal Method', and 'Storage Location'.
06
Review the retention schedule with relevant stakeholders for accuracy and compliance.
07
Regularly update the schedule to reflect changes in laws, regulations, or organizational needs.

Who needs general retention schedule for?

01
Organizations that produce and manage records, including businesses, government agencies, and non-profits.
02
Records management professionals responsible for maintaining compliance.
03
Legal and compliance departments that oversee organizational regulatory obligations.
04
Administrative staff who handle records and information management.
05
Auditors and inspectors who may review retention practices.
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A general retention schedule is designed to provide guidelines for how long different types of records should be kept before they can be disposed of or archived.
Organizations and institutions that create, maintain, and manage records are typically required to file a general retention schedule for compliance with regulatory and legal requirements.
To fill out a general retention schedule, identify the types of records your organization has, determine the retention period for each type based on legal and operational needs, and document this information in a structured format.
The purpose of a general retention schedule is to establish a systematic approach for managing records, ensuring compliance with laws and regulations, and promoting efficient records management practices.
Information that must be reported on a general retention schedule includes the types of records, their descriptions, retention periods, legal requirements, and any notes on the disposal methods.
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